Client-Focused Banking Advisor

Bank of America; Naples (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a customer service-focused associate to engage clients in the lobby and guide them through self-service banking options. You will handle cash transactions and deepen client relationships by understanding their financial needs.

The role requires strong communication, teamwork, and the ability to work weekends or extended hours across multiple centers as needed.

Qualifications

• Enthusiastic self-starter with a strong work ethic and client focus.
• Ability to collaborate to achieve results and build strong relationships.
• Comfortable communicating with diverse clients and educating them on self-service options.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and connect to solutions.
• Follow established processes and comply with laws and regulations.
• Help manage center traffic, appointments, and outbound calls.
• Drive the client experience and support cash handling responsibilities.

Skills

Adaptability

Business Acumen

Client Experience

Oral Communications

Problem Solving

Account Management

Client Solutions

Education

High School Diploma or equivalent

Bachelor's Degree or related Associate’s Degree

Tools

Cash handling experience

Job description

Bank of America is seeking a customer service-focused associate to engage clients in the lobby and guide them through self-service banking options. You will handle cash transactions and deepen client relationships by understanding their financial needs.

The role requires strong communication, teamwork, and the ability to work weekends or extended hours across multiple centers as needed.